AECOM (NYSE:ACM) Cut to “Strong Sell” at Zacks Research

AECOM (NYSE:ACM) was downgraded by equities researchers at Zacks Research from a “hold” rating to a “strong sell” rating in a research note issued on Monday,Zacks.com reports.

A number of other equities research analysts have also recently commented on the company. Weiss Ratings cut AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, May 26th. KeyCorp reduced their price target on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating for the company in a research report on Wednesday, May 13th. Wall Street Zen downgraded shares of AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. Royal Bank Of Canada lowered their price objective on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. Finally, Barclays dropped their target price on shares of AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Tuesday, May 19th. Nine equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, AECOM has an average rating of “Moderate Buy” and a consensus target price of $113.18.

AECOM Stock Performance

Shares of ACM opened at $67.09 on Monday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07. The company has a market capitalization of $8.62 billion, a price-to-earnings ratio of 30.78, a PEG ratio of 0.89 and a beta of 0.93. The stock has a 50 day moving average of $70.25 and a 200 day moving average of $81.03. AECOM has a 12 month low of $63.67 and a 12 month high of $135.52.

AECOM (NYSE:ACM) last posted its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing the consensus estimate of $1.46 by ($1.96). The business had revenue of $3.59 billion during the quarter, compared to analysts’ expectations of $2.01 billion. AECOM had a return on equity of 19.45% and a net margin of 1.87%.The firm’s revenue for the quarter was down 14.2% on a year-over-year basis. During the same period in the prior year, the firm posted $1.34 EPS. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. As a group, sell-side analysts forecast that AECOM will post 5.97 earnings per share for the current year.

Insider Transactions at AECOM

In other AECOM news, President Lara Poloni purchased 4,224 shares of the stock in a transaction dated Tuesday, June 16th. The shares were bought at an average price of $70.63 per share, with a total value of $298,341.12. Following the completion of the transaction, the president directly owned 153,446 shares in the company, valued at approximately $10,837,890.98. This trade represents a 2.83% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Gaurav Kapoor purchased 1,420 shares of the stock in a transaction dated Thursday, May 14th. The stock was acquired at an average cost of $71.12 per share, for a total transaction of $100,990.40. Following the transaction, the chief financial officer owned 88,053 shares of the company’s stock, valued at approximately $6,262,329.36. This trade represents a 1.64% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders acquired 9,869 shares of company stock worth $699,391 over the last quarter. Corporate insiders own 0.46% of the company’s stock.

Institutional Investors Weigh In On AECOM

Several institutional investors have recently made changes to their positions in ACM. Allworth Financial LP bought a new position in shares of AECOM in the second quarter worth $145,000. B. Metzler seel. Sohn & Co. AG purchased a new position in shares of AECOM in the second quarter valued at $501,000. Value Holdings Management CO. LLC bought a new stake in shares of AECOM during the 2nd quarter valued at $10,788,000. Danske Bank A S bought a new stake in shares of AECOM during the 2nd quarter valued at $3,922,000. Finally, First National Bank of Omaha purchased a new stake in AECOM during the 2nd quarter worth about $729,000. Hedge funds and other institutional investors own 85.41% of the company’s stock.

More AECOM News

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM reported record backlog of approximately $27.8 billion, up 13% year over year, after $4.2 billion in wins and a 1.6 book-to-burn ratio. The company also generated $95 million of operating cash flow and $55 million of free cash flow during the quarter. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: Recent insider activity showed purchases by Chief Executive Officer Troy Rudd, President Lara Poloni and CFO Gaurav Kapoor, which may signal management confidence following the selloff.
• Neutral Sentiment: KeyCorp trimmed its FY2027 EPS estimate modestly to $6.95 from $7.00 but maintained an Overweight rating and a $101 price target. Benzinga
• Negative Sentiment: AECOM reported a fiscal Q3 adjusted loss of $0.50 per share, versus analyst expectations for roughly $1.46–$1.49 of earnings. Revenue of $3.59 billion was down 14.2% year over year, despite exceeding the provided revenue estimate. AECOM Reports Q3 Loss, Lags Revenue Estimates
• Negative Sentiment: The quarter included a $337 million pretax charge tied to a Construction Management project, producing a GAAP diluted loss of $0.65 per share versus $1.34 of EPS a year earlier. Management also cited lower net service revenue growth expectations.
• Negative Sentiment: Fiscal 2026 adjusted EPS guidance was reduced to $3.95–$4.15, well below the roughly $5.97 consensus estimate. Robert W. Baird consequently lowered its price target to $73 from $87 and assigned a neutral rating. The Fly
• Negative Sentiment: A law firm announced a securities-fraud investigation concerning AECOM, citing potential federal securities-law violations related to prior financial disclosures. The announcement is an allegation, not a finding of wrongdoing, but adds legal and reputational risk. Securities Fraud Investigation Into AECOM Announced

AECOM Company Profile

AECOM is a multinational infrastructure consulting firm that provides a broad range of professional technical and management services. Its core offerings include architecture and engineering design, program and construction management, environmental remediation and consulting, and operations and maintenance support. The company works across the full project lifecycle from planning and design through construction and long‑term asset management.

AECOM serves public- and private-sector clients in major built-environment markets, including transportation (roads, bridges, rail, airports), water and wastewater systems, buildings and places, energy and power, and environmental services.